Sales Reporting Specialist - Job ID: 683

The Sales Reporting Specialist will play a key role in supporting the Sales Operations division by creating and maintaining reports and dashboards that provide actionable insights into sales performance. This role is ideal for someone with strong analytical skills, attention to detail, and a passion for working with data to drive business decisions. The Sales Reporting Specialist will work closely with the Sales team to ensure accurate, timely, and effective reporting of key metrics and trends.

What You Will Do:

• Create, maintain, and update reports and dashboards in tools such as Salesforce, Tableau, and Excel to track sales performance, productivity, and key performance indicators (KPIs).
• Assist in compiling and analyzing sales data to identify trends, forecast sales volume, and highlight potential issues or opportunities.
• Support the Sales team by providing accurate and actionable insights to improve sales processes and outcomes.
• Ensure data accuracy and integrity across Salesforce and other reporting systems.
• Collaborate with team members to enhance reporting processes and ensure reports are user-friendly and aligned with business needs.
• Conduct basic root cause analyses to understand the impact of different variables on sales performance and provide recommendations for improvement.
• Assist in creating presentations, spreadsheets, and other documents to communicate insights to stakeholders.
• Continuously learn and adapt to new tools and systems to improve reporting capabilities.
• Provide day-to-day support to the Sales Operations team with administrative and analytical tasks as needed.
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What We Are Looking For:

• Bachelor’s degree in a related field (e.g., Business, Mathematics, Statistics, or equivalent experience).
• 1-3 years of experience in a data analytics or reporting role, preferably in sales or operations.
• Proficiency in Salesforce Reporting, Tableau, and Microsoft Excel.
• Basic knowledge of SQL and/or experience with Alteryx for data analysis is a plus.
• Strong attention to detail and ability to ensure data accuracy.
• Excellent communication skills, with the ability to present data in a clear and structured way.
• A proactive problem solver with a passion for learning and improving processes.
• Ability to work collaboratively within a team and support multiple stakeholders.
• Familiarity with sales processes (e.g., lead prospecting, pipeline management) is a plus.

Kapitus Total Rewards Package Includes: 

• Competitive Base Salary Range of $62,800-$100,800 Kapitus is providing this as a good faith salary range to comply with applicable law. The applicant’s final salary will depend on a number of factors including the applicant’s geographic location, skills, and experience.
• Annual Incentive Compensation Eligibility – Up to 10% annually
• Health Insurance: We offer comprehensive medical, dental, and employer-paid vision plans thr